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PWTYX vs RLBEX
PWTYX vs RLBEX Comparison
Open Charts PWTYX vs RLBEX
UBS US Allocation P
Price$48.71
Change-$0.20 (-0.41%)
VolumeN/A
Net Assets210.06M
American Funds American Balanced R4
Price$33.93
Change-$0.10 (-0.29%)
VolumeN/A
Net Assets232.94B
PWTYX vs RLBEX Comparison Chart
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PWTYX vs. RLBEX commentary
Mar 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PWTYX is a Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 233B vs. PWTYX (210M). RLBEX pays higher dividends than PWTYX: RLBEX (1.91) vs PWTYX (1.80). PWTYX was incepted earlier than RLBEX: PWTYX (32 years) vs RLBEX (23 years). PWTYX (0.77) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. PWTYX (58.00). RLBEX has a lower initial minimum investment than PWTYX: RLBEX (250) vs PWTYX (2000000). RLBEX annual gain was more profitable for investors over the last year : 4.07 vs. PWTYX (-0.43). RLBEX return over 5 years is better than : 48.89 vs. PWTYX (23.82).
| PWTYX | RLBEX | PWTYX / RLBEX | |
| Total Expense Ratio | 0.77 | 0.60 | 128% |
| Annual Report Gross Expense Ratio | 0.77 | 0.60 | 128% |
| Fund Existence | 32 years | 23 years | - |
| Gain YTD | -3.206 | -0.688 | 466% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 250 | 800,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 210M | 233B | 0% |
| Annual Yield % from dividends | 1.80 | 1.91 | 94% |
| Returns for 1 year | -0.43 | 4.07 | -10% |
| Returns for 3 years | 2.35 | 15.00 | 16% |
| Returns for 5 years | 23.82 | 48.89 | 49% |
| Returns for 10 years | 29.89 | 53.51 | 56% |
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